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Insurance brokers and their teams are no strangers to complexity. Manually reviewing carrier proposals, SBCs, and policies is time-consuming and risky. With class-based plans and inconsistent formatting, even the most seasoned teams spend hours chasing down clean data before they can even begin to strategize.
PlansightAI™ changes that.
Built specifically for the employee benefits industry, PlansightAI™ is a secure, AI-powered system that reads, extracts, and structures plan data from carrier documents, whether they arrive as PDFs, Word files, or Excel sheets. It's consistent, tireless, and accurate. Like your most reliable team member, it works 24/7.
If you've ever found yourself buried in emails, PDFs, and spreadsheets, PlansightAI™ isn't just a faster way forward. It's a smarter one. It turns hours of manual work into just minutes of review time and anchors into Plansight's all-in-one RFP solution.
Most brokers and their teams have become quite adept at navigating the complexities of spreadsheets. But even the most dialed-in workflows still depend on:
For just one benefit type, that adds up to 1.5 to 2 hours of work. Multiply that across carriers, benefit lines, and clients, and the risk of human error becomes unavoidable.
Carrier documents aren't built for efficiency. They're dense, inconsistent, and difficult to reconcile at scale. And during Q4, even small mistakes can quickly escalate into significant problems.
PlansightAI™ solves these problems at the source. It reads and extracts plan information from standard document types like:
Once extracted, the data is normalized, categorized by product type, and presented in a format ready for side-by-side review. From there, it can be shared with clients, integrated with platforms like BenefitPoint, or used to build new plan options in Plansight instantly.
Everything stays in one place. No more quotes buried in inboxes or lost in version control.
Carrier quote PDFs are a mess. Benefit details scattered across pages, rates in different formats, plan names that don't match your system. Extracting it all manually takes hours and invites errors.
SmartSheetingAI™ changes that. It extracts plan data from carrier documents, normalizes it into a consistent structure, and delivers a customized Excel output you can paste straight into your client presentation. Minutes instead of hours.
Every extracted value is tagged so your team knows what's verified, what's changed, and what needs review, no guessing, no hunting through documents. That's Smartsheeting, the QC layer that keeps your team confident in every number.
PlansightAI™ currently supports:
More product types are in active development.
Disability plan recognition is fully available. STD and LTD plans are often complex and class-based. PlansightAI™ now reads and structures this data automatically, enabling brokers to present options with confidence.
PlansightAI™ now reads Word and Excel carrier submissions in addition to PDFs. Whatever format your carriers use, PlansightAI™ handles it.
PlansightAI™ gives you something Excel never could: consistency, clarity, and control.
This represents a step change in how brokers and their teams can manage growing workloads without adding headcount or compromising accuracy.
PlansightAI™ runs entirely within Plansight’s secure infrastructure. Enterprise-grade, private LLMs power it. For carriers, Plansight also offers a centralized, secure space to receive RFPs, respond to quotes, and collaborate in real-time, eliminating the need for back-and-forth email threads or lost attachments.
Schedule a discovery call to see how PlansightAI™ can simplify your most tedious workflows and help your team move faster with less risk.
At the end of the day, Plansight is more than just an application. It is a partner built with brokerages and their benefits teams in mind. Plansight is the only AI application that manages your benefits renewal and marketing workflow. It brings transparency, consistency, and time savings to every group renewal.
From SmartSheetingAI™ to RFP automation to side-by-side comparisons to the intelligence of PlansightAI™, everything we create is designed to lighten the load, reduce risk, and elevate your client relationships. Your team is your greatest asset, and Plansight is here to make sure they have the tools, insights, and support to shine.
Plansight works alongside leading General Agencies to help brokers move faster, stay compliant, and deliver a better client experience. You can explore our trusted GA partners here.
For brokers, Plansight transforms a manual, time-consuming RFP workflow into one that is faster, more efficient, and more profitable, without sacrificing accuracy or control.
